Susan Hirshman

Pershing director Kim Dellarocca notes that not only do women represent a “crucial client opportunity” because of their control of wealth, but also because of their expressed dissatisfaction with their current advisors.

In 2011, Investment Advisor published a practice management series on how to grow your firm featuring contributions from Philip Palaveev of Fusion Advisor Network; Spenser Segal of ActiFi and a member of the 2011 IA 25; and Susan Hirschman of SHE LTD.